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Kennedy Capital Management’s International Bancshares IBOC Stock Holding History

Kennedy Capital Management’s Portfolio IBOC Stock Details IBOC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-111,303
Closed -$6.05M – 746
2023
Q4 		$6.05M Sell
111,303
-175
-0.2% -$8.12K 0.13% 271
2023
Q3 		$4.83M Sell
111,478
-554
-0.5% -$25.3K 0.12% 291
2023
Q2 		$4.95M Sell
112,032
-2,357
-2% -$103K 0.12% 296
2023
Q1 		$4.9M Sell
114,389
-200,616
-64% -$9.12M 0.14% 263
2022
Q4 		$14.4M Sell
315,005
-29,528
-9% -$1.42M 0.41% 66
2022
Q3 		$14.6M Sell
344,533
-8,722
-2% -$372K 0.43% 53
2022
Q2 		$14.2M Sell
353,255
-4,170
-1% -$170K 0.4% 58
2022
Q1 		$15.1M Sell
357,425
-34,683
-9% -$1.49M 0.36% 71
2021
Q4 		$16.6M Sell
392,108
-6,624
-2% -$284K 0.35% 73
2021
Q3 		$16.6M Sell
398,732
-13,294
-3% -$543K 0.37% 63
2021
Q2 		$17.7M Buy
412,026
+8,703
+2% +$406K 0.38% 56
2021
Q1 		$18.7M Buy
+403,323
New +$17.7M 0.38% 51
2013
Q4 		– Sell
-107,392
Closed -$2.32M – 765
2013
Q3 		$2.32M Hold
107,392
– – 0.04% 515
2013
Q2 		$2.42M Buy
+107,392
New +$2.21M 0.05% 496

Other funds holding IBOC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BTW
Boston Trust Walden Boston, Massachusetts $12.2B AUM 12.45% 1-Year Est. Return
NRCM
North Reef Capital Management Laguna Beach, California $2.91B AUM 11.03% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Kennedy Capital Management's IBOC Position: Q1 2024 in Review

Kennedy Capital Management sold out of International Bancshares (IBOC) in Q1 2024, closing a stake of 111,303 shares — an estimated $6.05M sold.

Kennedy Capital Management first reported a position in IBOC in Q2 2013 and held it in 14 quarters. The position peaked at $18.7M in Q1 2021. 198 funds tracked by Wall St. Rank hold IBOC as of Q1 2024.

  • Kennedy Capital Management reported no remaining International Bancshares position as of Q1 2024 after selling out during the quarter.
  • Kennedy Capital Management sold 111,303 International Bancshares shares in Q1 2024, an estimated $6.05M.
  • Kennedy Capital Management first reported a position in International Bancshares in Q2 2013 and held it in 14 quarters.
  • Kennedy Capital Management's International Bancshares position peaked at $18.7M in Q1 2021.
  • 198 funds tracked by Wall St. Rank held International Bancshares as of Q1 2024.

Based on Kennedy Capital Management's 13F filing for Q1 2024, filed 15 May 2024.